Combination Layouts

The file layouts in this section are to be used by a Combination EDExpress/Institution System to:

1. Import data from another institutional system into the EDExpress database to create loan origination records (DIEA01OP) or make changes to loan origination records (DIEC01OP); or

2. Export useful data from the EDExpress system to be used by other institutional systems such as disbursement and loan origination data. The user may use file formats and user-defined queries from within EDExpress to select the desired fields and specific records for exporting. See the online Help in EDExpress for details on how to create queries and file formats.

Because each institutional system has unique requirements for importing data files, the export files created by EDExpress for use by external systems are created without header or trailer records attached. If needed, the appropriate header or trailer records must be created by your institutional system upon import. Also, these export files are created in ASCII format and the end of each record is delineated or marked with carriage return/line feed characters (ASCII 10 and 13). There is no end of file marker (EOF), only the final carriage return/line feed marker after the last record. Similarly, EDExpress receives data from external systems without a header and trailer record but does require an ASCII format with the end of each record marked with carriage return/line feed characters (ASCII 10 and 13). Again, there is no end of file marker (EOF); only the final carriage return/line feed marker after the last record.

Note: If the file is incorrectly formatted without the carriage return/line feed, the import fails and the following error message displays: invalid record length. (You are given the record size of the import file.)

November 1999 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-1

November 1999 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-2

External Import Loan Origination Add File (Continued)
Field Start End Field Required # Position Position Length Field
10 76 76 1

Field Name/ Description Valid Field Content
Student or Parent Borrower’s Middle Initial Borrower’s middle initial Student or Parent Borrower’s Permanent Address First line of the borrower’s permanent address Uppercase A-Z Can be blank 0-9 Uppercase A-Z . (Period) ‘ (apostrophe) - (Dash) # (Number) @ (At) % (Percent or care of) & (Ampersand) / (Slash) , (Comma) Space(s) 0-9 Uppercase A-Z . (Period) ‘ (apostrophe) - (Dash) # (Number) @ (At) % (Percent or care of) & (Ampersand) / (Slash) , (Comma) Space(s) Uppercase A-Z A valid two-letter postal code See State Abbreviation Table

Justify
Left

11

77

104

28 S/P

Left

12

105

120

16 S/P

Student or Parent Borrower’s Permanent Address City City where the borrower permanently resides

Left

13

121

122

2 S/P

Student or Parent Borrower’s Permanent Address State State where the borrower permanently resides Student or Parent Borrower’s Permanent Zip Code Borrower’s address Zip Code Student or Parent Borrower’s Telephone Number

Left

14

123

131

9 S/P

0-9 Space(s) Last 4 digits may be blank 000000000 – 999999999

Left

15

132

141

10

Right

16

142

161

20

17

162

163

2

Borrower’s home telephone number Can be blank Student or Parent Borrower’s 0-9 Driver's License Number Uppercase A-Z Space(s) Borrower’s driver’s license number - (Dash) * (Asterisk) Can be blank Student or Parent Borrower’s Uppercase A-Z Driver's License State A valid two-letter postal code See State Abbreviation Table Borrower’s driver’s license state Can be blank

Left

Left

November 1999 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-3

External Import Loan Origination Add File (Continued)
Field Start End # Position Position
18 164 171

Field Length

Required Field
8 S/P

Field Name/ Description
Student or Parent Borrower’s Date of Birth Borrower’s date of birth Student or Parent Borrower’s Citizenship

Justify Valid Field Content
CCYYMMDD 19010101 – 19891231 Student must be 12 years. Right

19

172

172

1 P

20

173

181

9 P

Borrower’s citizenship status Student or Parent 000000000-999999999 Borrower’s Alien Registration Number

1 = U.S. Citizen 2 = Eligible Noncitizen 3 = Ineligible Noncitizen (Valid only on PLUS Loan origination records or Stafford Loan change records)

Right

Right

21

182

182

1

Borrower’s alien registration number, if eligible noncitizen Entrance Interview Y = Yes Flag Blank = No Indicates if the student received entrance interview counseling Update Demographic Record Flag Indicates if demographic information should be updated upon import Filler

Left

22

183

183

1

Y = Yes

Left

23

184

185

2

Can be blank For ED use only

Left

24

186

186

1 S/P

From the user perspective you will populate this field with blank spaces when creating record layouts Student's College 1 = 1st year, never attended college Grade Level 2 = 1st year, attended college before 3 = 2nd year/sophomore Indicates the 4 = 3rd year/junior student’s current 5 = 4th year/senior college grade level 6 = 5th year or more undergraduate in the program or 7 = Graduate/professional or beyond college

Right

November 1999 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-4

External Import Loan Origination Add File (Continued)
Field Start End # Position Position
25 187 187

Field Required Length Field
1

Field Name/ Description
Filler From the user perspective you will populate this field with blank spaces when creating record layouts

Valid Field Content
For ED use only

Justify

26

188

192

5

Origination Fee Percentage Loan origination fee percentage, i.e. 04000 (Implied decimal between the 2nd and 3rd position from the left) MPN Exists (Stafford only) Student received a Direct Loan in 19992000. MPN on file at LOC. Disclosure Statement Print Indicator (Stafford only) Should the LOC print a Disclosure Statement for this student. Student or Parent Borrower’s Default on Education Loans

Numeric>=0

Right

27

193

193

1 S

Y = School assumes the student has a MPN on Left file at the LOC N Blank = School assumes the student does not have a MPN on file at the LOC Default is N Blank. Blank for PLUS Y = LOC prints N = School prints PLUS = N

28

194

194

1 S

Left

29

195

195

1 S/P

Y = Yes N = No Z = Overridden by School

Left

30

196

200

5 S/P

Is the borrower in default on an education loan or owe a refund on a Federal Grant? Loan Amount Numeric>= 0 Requested (PLUS only) Total amount requested by the borrower. for a PLUS loan Loan Amount Numeric >= 0 Approved Total maximum amount for which borrower is eligible HEAL Flag Y = Yes Blank = No (Stafford only) From the user perspective you will populate this field with blank spaces when creating record layouts

Right

31

201

205

5 S/P

Right

32

206

206

1

Left

February 2000 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-5

External Import Loan Origination Add File (Continued)
Field Start End # Position Position
33 207 207

Field Length
1

Required Field

Field Name/ Description
Credit Decision Indicator (PLUS only) The results of a credit decision obtained by a school via the LOC Web site. Credit Decision Date (PLUS only) The date a credit decision is obtained via the LOC Web site. Disclosure Printed? (Stafford only) Has a disclosure statement been printed by the school? Filler From the user perspective you will populate this field with blank spaces when creating record layouts Student's Last Name (PLUS only) Student’s last name

Valid Field Content
A = Approved F = Failed/Denied

Justify
Left

34

208

215

8

Can be blank CCYYMMDD 19000101 through the current date

Right

35

216

216

1

Can be blank Y = Disclosure printed Left N = Disclosure not printed or ready to reprint Default is N For ED use only

36

217

222

6

Left

37

223

238

16 P

38

239

247

9 P

Student's First Name (PLUS only) Student’s first name

39

248

248

1 P

Middle Initial (PLUS only) Student’s middle initial Student's Citizenship (PLUS only) Student’s citizenship status

0-9 Uppercase A-Z Space(s) . (period) ‘ (apostrophe) - (dash) 0-9 Uppercase A-Z Space(s) . (period) ‘ (apostrophe) - (dash) Uppercase A-Z

Left

Left

Left

40

249

249

1 P

41

250

258

9

42

259

266

8 P

Student's Alien Registration Number (PLUS only) Student’s Alien Registration Number if an eligible non-citizen Student's Date of Birth CCYYMMDD (PLUS only) 19010101 – 19891231 Student’s date of birth Student's Default on Education Loans (PLUS only)

1 = U.S. Citizen Left 2 = Eligible Noncitizen 3 = Ineligible Noncitizen (Valid only on PLUS Loan origination records or PLUS Loan change records) 000000000-999999999 Right

Right

43

267

267

1 P

Y = Yes N = No Z = Overridden by School

Left

Is the student in default on an educational loan or owe a refund on a Federal Grant? Can be blank February 2000 (2000-2001) (188 H) Direct Loan Technical Reference Combination Layouts 5-6

External Import Loan Origination Add File (Continued)
Field Start End # Position Position
44 268 269

Field Length

Required Field
2 S/P

Field Name/ Description
Loan Period Code

Valid Field Content
0-9 Uppercase A-Z

Justify
Left

45

270

297

28 P

46

298

313

16 P

47

314

315

2 P

48

316

324

9 P

49

325

325

1 S/P

Loan Period Code for the period the Borrower will be attending. This code must first be defined in the disbursement profile database. Once entered, all fields associated with code will populate. Student's Local 0-9 Address Uppercase A-Z . (Period) First line of the ‘ (apostrophe) student’s local - (Dash) address # (Number) @ (At) % (Percent or care of) & (Ampersand) / (Slash) , (Comma) Space(s) Can be blank Student's Local 0-9 Address City Uppercase A-Z . (Period) Student’s local ‘ (apostrophe) address city - (Dash) # (Number) @ (At) % (Percent or care of) & (Ampersand) / (Slash) , (Comma) Space(s) Can be blank Student's Local Uppercase A-Z Address State A valid two-letter postal code See State Abbreviation Table Student’s local address state Can be blank Student's Local Zip 0-9 Code Space(s) Last 4 digits may be blank Student’s local Zip Code Can be blank Dependency Status I = Independent D = Dependent Dependency status of the student

Left

Left

Right

Left

Left

February 2000 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-7

External Import Loan Origination Add File (Continued)
Field Start End # Position Position
50 326 326

Field Length
1

Required Field

Field Name/ Description
Additional Unsubsidized Loan Flag (Stafford only)

Valid Field Content
Y = Yes N or blank = No

Justify
Left

51

327

332

6 S/P

Blank is default Is the student eligible for additional unsubsidized loan amount? Created Time 000000 – 235959 Format is HHMMSS Time when the record HH = 00 – 23 was created MM = 00 – 59 SS = 00 – 59 Can be blank User Identifier Create 0-9 Uppercase A-Z Must be a valid User . (Period) ID that matches one ‘ (Apostrophe) already setup in - (Dash) EDExpress # (Number) @ (At) % (Percent or care of) & (Ampersand) / (Slash) Space(s) Can be blank

52

333

340

8 S/P

Right

Total Bytes

340

February 2000 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-8

External Import Change Record
The table below is a description of the External Import Change Record. This table represents the layout of the record that imports into EDExpress from external sources to change data on an origination record. A table listing the Import Change Table Values for the Change Field Transmit Numbers follows this record layout.

DIEC01OP Batch Type #P
Field Start # Position
1 1

End Position
21

Field Length

Field Name/Description

Valid Field Content
Student's Social Security Number: 001010001 – 999999999 Loan Type: S = Subsidized U = Unsubsidized P = PLUS Loan Year: 01 School Code: X00000 - X99999 where X = G or E Loan Sequence Number: 001 - 999

Justify
Left

21 Loan Identifier Unique Identifier created at the time of origination

to be c h00734(a)9 1(n00734(g)12(e)9 1(d ()5(1 519.62 49912269.04 137364t 4. 152292 10.32 re(st)Tj..7( E)]T273t133368032 4.952.28 10. 152128 1ref positi)-.(on)9 55 0073 3(is P007454( if)5 8( 0073 3(re)6 6(c)6 6(o)-3 9(rd 0073 3(is 519.6 574.3203 T.6 33.81121.218.3366( G)24.5( or)8.7( E)]T209.9pt12333.c364.92 499.68 2 r2 10.32 r032 refP007452(L013 8(U)0 2-S)- G8(, S)12655 if)6( Sta).38(f)267(f)6(o)-3 7(rd L013 8(o)-3 7(a).38(n)-3 7(, D)0 2- if)519.6 574.3203 T.6 33.8110.88t18.3366( G)24.5( or)8.7( E)]T209.9pt113 04c364.92 499.68 2 r54 10. 152.212 refD)0 60i)332-s)0 9(bur)0 1(s)0 9(e)9 2(S)2332-e)9 2(nt r)0 1(e)9 2(c)

November 1999 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-9

External Import Change Record (Continued)
Field Start # Position
10 127

End Position
154

Field Length

Field Name/Description

Valid Field Content
See appropriate value for Change Field Number in previous field Can be blank See appropriate Loan Origination Import Change Field Numbers following the change layout

Justify
Left

28 Value 04 Value the field should be changed to 4 Change Field Number 05

11

155

158

Left

12

159

186

13

187

190

14

191

218

15

219

222

16

223

250

17

251

254

18

255

282

19

283

286

20

287

314

21

315

318

Field number representing the fifth field to be changed (1st position is P if record is PLUS, S if Stafford Loan, D if Disbursement record) Can be blank 28 Value 05 See appropriate value for Change Field Number in previous field Value the field should be changed to Can be blank 4 Change Field Number 06 See appropriate Loan Origination Import Change Field Numbers following the Field number representing the sixth field change layout to be changed (1st position is P if record is PLUS, S if Stafford Loan, D if Disbursement record) Can be blank 28 Value 06 See appropriate value for Change Field Number in previous field Value the field should be changed to Can be blank 4 Change Field Number 07 See appropriate Loan Origination Import Change Field Numbers following the Field number representing the seventh change layout field to be changed (1st position is P if record is PLUS, S if Stafford Loan, D if Disbursement record) Can be blank 28 Value 07 See appropriate value for Change Field Number in previous field Value the field should be changed to Can be blank 4 Change Field Number 08 See appropriate Loan Origination Import Change Field Numbers following the Field number representing the eighth field change layout to be changed (1st position is P if record is PLUS, S if Stafford Loan, D if Disbursement record) Can be blank 28 Value 08 See appropriate value for Change Field Number in previous field Value the field should be changed to Can be blank 4 Change Field Number 09 See appropriate Loan Origination Import Change Field Numbers following the Field number representing the ninth field change layout to be changed (1st position is P if record is PLUS, S if Stafford Loan, D if Disbursement record) Can be blank 28 Value 09 See appropriate value for Change Field Number in previous field Value the field should be changed to Can be blank 4 Change Field Number 10 See appropriate Loan Origination Import Change Field Numbers following the Field number representing the tenth field change layout to be changed (1st position is P if record is PLUS, S if Stafford Loan, D if Disbursement record) Can be blank

Left

Left

Left

Left

Left

Left

Left

Left

Left

Left

November 1999 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-10

External Import Change Record (Continued)
Field Start # Position
22 319

End Position
346

Field Length
28 Value 10

Field Name

Valid Field Content
See appropriate value for Change Field Number in previous field Can be blank 000000 - 235959 Format is HHMMSS HH = 00 - 23 MM = 00 - 59 SS = 00 – 59 Can be blank 0-9 Uppercase A-Z . (Period) ‘ (Apostrophe) - (Dash) # (Number) @ (At) % (Percent or care of) & (Ampersand) / (Slash) Space(s) Can be blank

Justify
Left

23

347

352

Value the field should be changed to 6 Created Time Time when the record was created

Right

24

353

360

8 User Identifier Create Must be a valid User ID that matches one already setup in EDExpress

Right

Total Bytes

360

February 2000 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-11

Loan Origination Import Change Field Numbers Sorted by Field Name Alphabetically
This table provides the change number fields to use for the External Import Change Record for loan origination. This table is sorted alphabetically, and is the same table that appears at the end of this section (which is sorted by DL Change Number). DL Change Field Number Length Field Name/Description Valid Field Content
S038 8 1st Disbursement Anticipated Date Anticipated disbursement date for the 1st disbursement 5 1st Disbursement Anticipated Gross Amount Anticipated gross amount for the 1st disbursement 1 1st Disbursement Refund Code Indicates if the 1st disbursement was refunded 8 1st Disbursement Refund Date Date the 1st disbursement was refunded 8 2nd Disbursement Anticipated Date Anticipated disbursement date for the 2nd disbursement 5 2nd Disbursement Anticipated Gross Amount Anticipated gross amount for the 2nd disbursement 1 2nd Disbursement Refund Code Indicates if the 2nd disbursement was refunded 8 2nd Disbursement Refund Date Date the 2nd disbursement was refunded 8 3rd Disbursement Anticipated Date Anticipated disbursement date for the 3rd disbursement 5 3rd Disbursement Anticipated Gross Amount Anticipated gross amount for the 3rd disbursement 1 3rd Disbursement Refund Code Indicates if the 3rd disbursement was refunded 8 3rd Disbursement Refund Date Date the 3rd disbursement was refunded 8 4th Disbursement Anticipated Date Anticipated disbursement date for the 4th disbursement 5 4th Disbursement Anticipated Gross Amount Anticipated gross amount for the 4th disbursement 1 4th Disbursement Refund Code Indicates if the 4th disbursement was refunded Format is CCYYMMDD 19990623 – 20020629

S039

Numeric > = 0 Y = Indicates the 1st disbursement was refunded

S044

S045

S048

Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19990623 – 20020629

S049

Numeric > = 0

S054

Y = Indicates the 2nd disbursement was refunded

S055

S058

Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19980623 – 20010629

S059

Numeric > = 0 Y = Indicates the 3rd disbursement has been refunded

S064

S065

S068

Format is CCYYMMDD 19980623 – 20010629 Format is CCYYMMDD 19990623 – 20020629

S069

Numeric > = 0 Y = Indicates the 4th disbursement was refunded

S074

November 1999 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-12

Loan Origination Import Change Field Numbers (Continued) Sorted by Field Name Alphabetically
DL Change Field Number Length
S075

Field Name/Description

Valid Field Content
Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19990623 – 20020629

8 4th Disbursement Refund Date Date the 4th disbursement was refunded 8 5th Disbursement Anticipated Date Anticipated disbursement date for the 5th disbursement 5 5th Disbursement Anticipated Gross Amount Anticipated gross amount for the 5th disbursement 1 5th Disbursement Refund Code Indicates if the 5th disbursement was refunded 8 5th Disbursement Refund Date Date the 5th disbursement was refunded 8 6th Disbursement Anticipated Date Anticipated disbursement date for the 6th disbursement 5 6th Disbursement Anticipated Gross Amount Anticipated gross amount for the 6th disbursement 1 6th Disbursement Refund Code Indicates if the 6th disbursement was refunded 8 6th Disbursement Refund Date Date the 6th disbursement was refunded 8 7th Disbursement Anticipated Date Anticipated disbursement date for the 7th disbursement 5 7th Disbursement Anticipated Gross Amount Anticipated gross amount for the 7th disbursement 1 7th Disbursement Refund Code Indicates if the 7th disbursement was refunded 8 7th Disbursement Refund Date Date the 7th disbursement was refunded 8 8th Disbursement Anticipated Date Anticipated disbursement date for the 8th disbursement 5 8th Disbursement Anticipated Gross Amount Anticipated gross amount for the 8th disbursement

S130

S131

Numeric > = 0 Y = Indicates the 5th disbursement was refunded

S132

S133

S134

Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19990623 – 20020629

S135

Numeric > = 0

S136

Y = Indicates the 6th disbursement was refunded

S137

S138

Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19990623 – 20020629

S139

Numeric > = 0

S140

Y = Indicates the 7th disbursement was refunded

S141

S142

Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19990623 – 20020629

S143

Numeric > = 0

November 1999 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-13

Loan Origination Import Change Field Numbers (Continued) Sorted by Field Name Alphabetically
DL Change Field Number Length
S144

Field Name/Description

Valid Field Content
Y = Indicates the 8th disbursement was refunded

1 8th Disbursement Refund Code Indicates if the 8th disbursement was refunded 8 8th Disbursement Refund Date Date the 8th disbursement was refunded 8 9th Disbursement Anticipated Date Anticipated disbursement date for the 9th disbursement 5 9th Disbursement Anticipated Gross Amount Anticipated gross amount for the 9th disbursement 1 9th Disbursement Refund Code Indicates if the 9th disbursement was refunded 8 9th Disbursement Refund Date Date the 9th disbursement was refunded 8 10th Disbursement Anticipated Date Anticipated disbursement date for the 10th disbursement 5 10th Disbursement Anticipated Gross Amount Anticipated gross amount for the 10th disbursement 1 10th Disbursement Refund Code Indicates if the 10th disbursement was refunded 8 10th Disbursement Refund Date Date the 10th disbursement was refunded 8 11th Disbursement Anticipated Date Anticipated disbursement date for the 11th disbursement 5 11th Disbursement Anticipated Gross Amount Anticipated gross amount for the 11th disbursement 1 11th Disbursement Refund Code Indicates if the 11th disbursement was refunded 8 11th Disbursement Refund Date Date the 11th disbursement was refunded 8 12th Disbursement Anticipated Date Anticipated disbursement date for the 12th disbursement

S145

S146

Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19990623 – 20020629

S147

Numeric > = 0

S148

Y = Indicates the 9th disbursement was refunded

S149

S150

Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19990623 – 20020629

S151

Numeric > = 0

S152

Y = Indicates the 10th disbursement was refunded

S153

S154

Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19990623 – 20020629

S155

Numeric > = 0

S156

Y = Indicates the 11th disbursement was refunded

S157

S158

Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19990623 – 20020629

November 1999 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-14

Loan Origination Import Change Field Numbers (Continued) Sorted by Field Name Alphabetically
DL Change Field Number Length
S159

Field Name/Description
Numeric > = 0

Valid Field Content

5 12th Disbursement Anticipated Gross Amount Anticipated gross amount for the 12th disbursement 1 12th Disbursement Refund Code Indicates if the 12th disbursement was refunded 8 12th Disbursement Refund Date Date the 12th disbursement was refunded 8 13th Disbursement Anticipated Date Anticipated disbursement date for the 13th disbursement 5 13th Disbursement Anticipated Gross Amount Anticipated gross amount for the 13th disbursement 1 13th Disbursement Refund Code Indicates if the 13th disbursement was refunded 8 13th Disbursement Refund Date Date the 13th disbursement was refunded 8 14th Disbursement Anticipated Date Anticipated disbursement date for the 14th disbursement 5 14th Disbursement Anticipated Gross Amount Anticipated gross amount for the 14th disbursement 1 14th Disbursement Refund Code Indicates if the 14th disbursement was refunded 8 14th Disbursement Refund Date Date the 14th disbursement was refunded 8 15th Disbursement Anticipated Date Anticipated disbursement date for the 15th disbursement 5 15th Disbursement Anticipated Gross Amount Anticipated gross amount for the 15th disbursement 1 15th Disbursement Refund Code Indicates if the 15th disbursement was refunded 8 15th Disbursement Refund Date Date the 15th disbursement was refunded

S160

Y = Indicates the 12th disbursement was refunded

S161

S162

Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19990623 – 20020629

S163

Numeric > = 0

S164

Y = Indicates the 13th disbursement was refunded

S165

S166

Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19990623 – 20020629

S167

Numeric > = 0

S168

Y = Indicates the 14th disbursement was refunded

S169

S170

Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19990623 – 20020629

S171

Numeric > = 0

S172

Y = Indicates the 15th disbursement was refunded

S173

Format is CCYYMMDD 19990623 – 20020629

November 1999 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-15

Loan Origination Import Change Field Numbers (Continued) Sorted by Field Name Alphabetically
DL Change Field Number Length
S174

Field Name/Description

Valid Field Content
Format is CCYYMMDD 19990623 – 20020629

8 16th Disbursement Anticipated Date Anticipated disbursement date for the 16th disbursement 5 16th Disbursement Anticipated Gross Amount Anticipated gross amount for the 16th disbursement 1 16th Disbursement Refund Code Indicates if the 16th disbursement was refunded 8 16th Disbursement Refund Date Date the 16th disbursement was refunded 8 17th Disbursement Anticipated Date Anticipated disbursement date for the 17th disbursement 5 17th Disbursement Anticipated Gross Amount Anticipated gross amount for the 17th disbursement 1 17th Disbursement Refund Code Indicates if the 17th disbursement was refunded 8 17th Disbursement Refund Date Date the 17th disbursement was refunded 8 18th Disbursement Anticipated Date Anticipated disbursement date for the 18th disbursement 5 18th Disbursement Anticipated Gross Amount Anticipated gross amount for the 18th disbursement 1 18th Disbursement Refund Code Indicates if the 18th disbursement was refunded 8 18th Disbursement Refund Date Date the 18th disbursement was refunded 8 D00263(bA)1Rs

S175

Numeric > = 0 Y = Indicates the 16th disbursement was refunded

S176

S177

S178

Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19990623 – 20020629

S179

S180

Y = Indicates the 17th disbursement was refunded

S181

S182

Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19990623 – 20020629

S183

Numeric > = 0

S184

Y = Indicates the 18th disbursement was refunded

S185

Format is CCYYMMDD 19990623 – 20020629

S186

November 1999 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-16

.7603 Tc-0.5018 T8 [( D97.3(i)31 Tw[(6(bu)0(0)13.4(2)0(0)13.4(6)0(2 175.6(D)]TJET.96 ref146.52 2067.8 214.12 10.44 refBT9 0 0 92644.16 24076003 Tm0 0 0 4c0.0427 Tc40.000.2(e 803 Tm8(3 Tm8(c0.0084 Tc0 Tw[(CCY)4.6(Y)4.6(1960 sc0D)]TJET1 1 1 sc342.36 217.8 214192170.32 refBT9 0 0 9 344.16 219.9603 Tm0 0 0 sc0.0067 Tc-0.0167 Tw[(199)13.4(90)13.4(62)13.4(3 – )-13.3(2)13.4(0)0(0)13.4(2)0(0)13.4(6)01sc0 T(d)]TJET1 1 1 sc342.36 217.681)8088.76 0.72 0.72 ref556.92088.76 0.72 0.72 re0 Tw[(S10888.76 0.72 0.72 ref52.92088.76 0.72 0.72 ref341.64 2088.76 0.72 0.72 ref551sc0 T.72 0f40.72 ref51sc0 T.72 0f40.72 rref521sc0 T.72 0f40.72 rrf1051sc0 T.72 0f40.72 ref1451sc0 T.72 0f40.72 ref341.1sc0 T.72 0f40.72 ref8(6)01sc0 T.72 0f40.72 rr.0053 Tc0 Tw[60.0231.08 ref1 1 1 sc52.92 238.416 170.32 refBT9 0 0 9 0 9 54 208.8003 Tm7 0 0 sc0.0053 Tc0 Tw[33.72 31.08 0.72 31.08 re 0 0 60.0268 52.56 20.76 ref106.2 238.44 316 170.32 refBT9 0 0 9 159.44 208.8003 Tm0 0 0 33.72 c(8)T2 31.08 refD)7.3160.0268 39.6 20.76 ref146.52 238.44 19516 170.32 refBT9 0 0 9 148.32 208.8003 Tm0 0 0 sc17T1 Tc(190 0 9 162 240.6003 T9 10.16 170.32 re0 949 0 0 9 112162 240.665.2Tm0(e)97c-0.002e)97c T.633(i)2.3c T.6333(bA)209n9.4(2)5icD8333ipaD8333tm03c T.633d9.4(2) G)2090.002eo)97c006 Tw[(Form)20.5fD)7.3154.0268 39.6 20.76 ref146.52 238.44 1951f330.32 refBT9 0 0 9 344.10.92 27A))7.3(i)0.(oubu)0(0)13.4(2)0(0)1fD

Loan Origination Import Change Field Numbers (Continued) Sorted by Field Name Alphabetically
DL Change Field Number Length
S189

Field Name/Description

Valid Field Content
Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19990623 – 20020629

8 19th Disbursement Refund Date Date the 19th disbursement was refunded 8 20th Disbursement Anticipated Date Anticipated disbursement date for the 20th disbursement 5 20th Disbursement Anticipated Gross Amount Anticipated gross amount for the 20th disbursement 1 20th Disbursement Refund Code Indicates if the 20th disbursement was refunded 8 20th Disbursement Refund Date Date the 20th disbursement was refunded 8 Academic Year End Date Date the academic year ends at the institution 8 Academic Year Start Date Date the academic year starts at the institution. 5 Action Amount Reported Disbursement Amount 1 Action Type Type of disbursement entered

S190

S191

Numeric > = 0

S192

Y = Indicates the 20th disbursement was refunded

S193

S122

Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 20000701 – 20020629 Format is CCYYMMDD 19990702 – 20010630 00000-99999

S121

D007

D006

S123 S023

1 Additional Unsubsidized Loan Flag (Stafford only) 1 Borrower’s Signed Note Borrower signed the promissory note 8 Credit Decision Date (PLUS only)

G = Gross Disbursement N = Net Disbursement A = Adjusted Gross Disbursement J = Adjusted Net Disbursement U = Use Anticipated Disbursement Information Q = Adjusted Disbursement Date Y = Yes N or blank = No N = No Y = Yes CCYYMMDD 19000101 through the current date Can be blank A = Approved F = Failed/Denied Can be blank I = Independent D = Dependent Y = Yes 01-20

P011

P010

1 Credit Decision Indicator (PLUS only)

S017

1 Dependency Status Dependency status of the student 1 Disbursement Affirmation Code 2 Disbursement Number Disbursement number for the current disbursement transaction 1 Disclosure Printed? (Stafford only)

S120 D003

S118

Y = disclosure printed N = disclosure not printed

February 2000 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-17

Loan Origination Import Change Field Numbers (Continued) Sorted by Field Name Alphabetically
DL Change Field Number Length
S115

Field Name/Description

Valid Field Content

S109

1 Disclosure Statement Print Indicator (Stafford only) Y = LOC prints N = School prints Disclosure statement print option used for this record Blank for PLUS 1 Entrance Interview Flag Y = Yes Indicates whether the student received entrance interview counseling 1 Former HEAL Loan (Stafford only) This was formerly a HEAL Loan 5 Loan Amount Approved Total maximum amount for which the borrower is eligible 5 Loan Amount Requested Total amount requested for the loan 1 Loan Inactive Flag 8 Loan Inactive Flag Date 2 Loan Period Code Code used by EDExpress to determine loan period start and end dates and appropriate disbursement date(s) 8 Loan Period State Date Date when classes begin, as certified by the school on the aid application (promissory note), for the specific period covered by the loan. 8 Loan Period End Date

S110

Y = Yes

S029

Numeric >= 0

S028

Numeric >= 0

S090 S091 S031

Y = Yes Format is CCYYMMDD 19000101 - 20991231 0-9 Uppercase A-Z

S032

Format is CCYYMMDD 19990702 – 20010630

S033

Format is CCYYMMDD 19990701 – 20010629

S117 S116

Date when classes end, as certified by the school on the promissory note, for the specific period covered by the loan 1 MPN Exits (Stafford only) Y = Assumes the borrower has an open MPN at the LOC N = Assumes no open MPN exists 5 Origination Fee Percentage Numeric >=0 Origination fee percentage to be use for this record, i.e. 04000 (Implied decimal between the 2nd and 3rd position from the left) 28 Parent/Borrower’s Address 0-9 Uppercase A-Z First line of the Parent/Borrower’s address . (Period) ‘ (Apostrophe) - (Dash) # (Number) @ (At) % (Percent or care of) & (Ampersand) / (Slash) , (Comma) Space(s) Direct Loan Technical Reference Combination Layouts 5-18

S009

February 2000 (2000-2001) (188 H)

Loan Origination Import Change Field Numbers (Continued) Sorted by Field Name Alphabetically
DL Change Field Number Length
S010

Field Name/Description
Parent/Borrower’s address city

Valid Field Content
0-9 Uppercase A-Z . (Period) ‘ (Apostrophe) - (Dash) # (Number) @ (At) % (Percent or care of) & (Ampersand) / (Slash) , (Comma) Space(s) Uppercase A-Z A valid two-letter postal code See State Abbreviation Table 000000000 to 999999999

16 Parent/Borrower’s Address City

S011

2 Parent/Borrower’s Address State Parent/Borrower’s address state 9 Parent/Borrower’s Alien Registration Number Parent/Borrower’s alien registration number if eligible non-citizen 1 Parent/Borrower’s Citizenship

S019

S018

S016

Parent/Borrower’s citizenship status 8 Parent/Borrower’s Date of Birth Parent/Borrower’s date of birth 1 Parent/Borrower’s Default on Education Loans Is the Parent/Borrower in default on an education loan or owe a refund on a Federal Grant? 20 Parent/Borrower’s Driver's License Number

1 = U.S. Citizen 2 = Eligible Noncitizen 3 = Ineligible Noncitizen (Valid only on PLUS Loan origination records or Stafford Loan change records) Format is CCYYMMDD 19010101 – 19891231 Y = Yes N = No Z = Overridden by School 0-9 Uppercase A-Z Space(s) - (Dash) * (Asterisk) Uppercase A-Z A valid two-letter postal code See State Abbreviation Table 0-9 Uppercase A-Z . (period) ‘ (apostrophe) - (dash) 0-9 Uppercase A-Z . (period) ‘ (apostrophe) - (dash) Uppercase A-Z

S022

S015

S014

Parent/Borrower’s driver’s license number 2 Parent/Borrower’s Driver's License State Parent/Borrower’s driver’s license state 9 Parent/Borrower’s First Name

S006

S007

Parent/Borrower’s first name 16 Parent/Borrower’s Last Name

S008

Parent/Borrower’s last name 1 Parent/Borrower’s Middle Initial Parent/Borrower’s middle initial 9 Parent/Borrower’s Social Security Number Parent/Borrower’s current Social Security Number

S005

001010001 – 999999999

November 1999 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-19

Loan Origination Import Change Field Numbers (Continued) Sorted by Field Name Alphabetically
DL Change Field Number Length
S013

Field Name/Description

Valid Field Content
0000000000-9999999999

10 Parent/Borrower’s Telephone Number Parent/Borrower’s home telephone number 9 Parent/Borrower’s Zip Code Parent/Borrower’s zip code 21 Promissory Note Accepted Loan ID (MPN ID)

S012

000000000-999999999 Last 4 digits may be blank Student’s Social Security Number: 001010001 – 999999999 Loan Type: S = Subsidized U = Unsubsidized P = PLUS M = MPN Indicator Loan Year: 01 School Code: X00000 – X99999 where X = G or E Loan sequence number: 001-999 S = LOC Prints (Send to Borrower) R = LOC Prints (Return to School) O = On-site (EDExpress) F = On-site (Custom System) Z = LOC Reprint Format is CCYYMMDD 19000101 to 20991231

S194

S083

1 Promissory Note Print Indicator

S085

Promissory note print option used for this record 6 Promissory Note Received Date Date on which the signed promissory note or promissory note/application was received from the borrower and verified by the school 6 School Code Direct Loan School Code. Also, identifies school originating loan record. 9 Student’s Alien Registration Number (PLUS only) Student’s alien registration number, if eligible noncitizen 1 Student’s Citizenship (PLUS only)

S027

X00000 – X99999 where X = G or E

P008

000000001-999999999

P007

S026

1

P006

8

P009

1

P003

9

1 = U.S. Citizen 2 = Eligible Noncitizen 3 = Ineligible Noncitizen (Valid only on PLUS Loan Student’s citizenship status origination records or PLUS Loan change records) Student’s College Grade Level 1 = 1st year, never attended college 2 = 1st year, attended college before 3 = 2nd year/sophomore 4 = 3rd year/junior 5 = 4th year/senior Indicates the student’s current college grade level in 6 = 5th year or more undergraduate the program or college 7 = Graduate/professional or beyond Student’s Date of Birth (PLUS only) Format is CCYYMMDD 19010101 – 19891231 Student’s date of birth on PLUS record Student’s Default on Education Loans (PLUS only) Y = Yes N = No Is the student in default on an education loan or owe Z = Overridden by School a refund on a Federal Grant? Student’s First Name (PLUS only) 0-9 Uppercase A-Z ‘ (Apostrophe) - (Dash) Student’s first name Left justified with an A – Z in the first position Direct Loan Technical Reference Combination Layouts 5-20

February 2000 (2000-2001) (188 H)

Loan Origination Import Change Field Numbers (Continued) Sorted by Field Name Alphabetically
DL Change Field Number Length
P004

Field Name/Description

Valid Field Content
0-9 Uppercase A-Z ‘ (Apostrophe) - (Dash) Left justified with an A – Z in the first position 0-9 Uppercase A-Z . (Period) ‘ (Apostrophe) - (Dash) # (Number) @ (At) % (Percent or care of) & (Ampersand) / (Slash) , (Comma) Space(s) 0-9 Uppercase A-Z . (Period) ‘ (Apostrophe) - (Dash) # (Number) @ (At) % (Percent or care of) & (Ampersand) / (Slash) , (Comma) Space(s) Uppercase A-Z A valid two-letter postal code See State Abbreviation Table 000000000-999999999 Last 4 digits may be blank Uppercase A-Z

16 Student’s Last Name (PLUS only)

S100

Student’s last name 28 Student’s Local Address Student’s first line of the local address

S101

16 Student’s Local Address City Student’s local city

S102

2 Student’s Local Address State Student’s local state 9 Student’s Local Zip Code Student’s local zip code 1 Student's Middle Initial (PLUS only) Student’s middle initial 9 Student's Social Security Number Student’s Social Security Number 8 Transaction Date Date activity occurred

S103

P005

P002

001010001 – 999999999

D004

Format is CCYYMMDD 19000101 – 20991231

February 2000 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-21

Loan Origination Import Change Field Numbers Sorted by DL Change Number
This table provides the change number fields to use for the External Import Change Record for loan origination. This table is sorted by DL Change Number, and is the same table that appears at the beginning of this section (which is sorted alphabetically). DL Change Field Number Length
D003

Field Name/Description
01-20

Valid Field Content

2 Disbursement Number Disbursement number for the current disbursement transaction 8 Transaction Date Date activity occurred 1 Action Type Type of disbursement entered

D004

D006

D007

5 Action Amount Reported Disbursement Amount 9 Student's Social Security Number Student’s Social Security Number 9 Student’s First Name (PLUS only) Student’s first name

Format is CCYYMMDD 19000101 – 20991231 G = Gross Disbursement N = Net Disbursement A = Adjusted Gross Disbursement J = Adjusted Net Disbursement U = Use Anticipated Disbursement Information Q = Adjusted Disbursement Date 00000-99999

P002

001010001 – 999999999

P003

P004

16 Student’s Last Name (PLUS only) Student’s last name

P005

1 Student's Middle Initial (PLUS only) Student’s middle initial 8 Student’s Date of Birth (PLUS only) Student’s date of birth on PLUS record 1 Student’s Citizenship (PLUS only) Student’s citizenship status

0-9 Uppercase A-Z ‘ (Apostrophe) - (Dash) Left justified with an A – Z in the first position 0-9 Uppercase A-Z ‘ (Apostrophe) - (Dash) Left justified with an A – Z in the first position Uppercase A-Z

P006

Format is CCYYMMDD 19010101 – 19891231 1 = U.S. Citizen 2 = Eligible Noncitizen 3 = Ineligible Noncitizen (Valid only on PLUS Loan origination records or PLUS Loan change records) 000000001-999999999

P007

P008

9 Student’s Alien Registration Number (PLUS only) Student’s alien registration number, if eligible noncitizen 1 Student’s Default on Education Loans (PLUS only)

P009

P010

Y = Yes N = No Is the student in default on an education loan or owe Z = Overridden by School a refund on a Federal Grant? 1 Credit Decision Indicator (PLUS only) A = Approved F = Failed/Denied Can be blank Direct Loan Technical Reference Combination Layouts 5-22

February 2000 (2000-2001) (188 H)

Loan Origination Import Change Field Numbers (Continued) Sorted by DL Change Number
DL Change Field Number Length
P011

Field Name/Description

Valid Field Content
CCYYMMDD 19000101 through the current date Can be blank 001010001 – 999999999

8 Credit Decision Date (PLUS only)

S005

9 Parent/Borrower’s Social Security Number Parent/Borrower’s current Social Security Number 9 Parent/Borrower’s First Name Parent/Borrower’s first name

S006

S007

16 Parent/Borrower’s Last Name Parent/Borrower’s last name

S008

1 Parent/Borrower’s Middle Initial Parent/Borrower’s middle initial 28 Parent/Borrower’s Address First line of the Parent/Borrower’s address

0-9 Uppercase A-Z . (period) ‘ (apostrophe) - (dash) 0-9 Uppercase A-Z . (period) ‘ (apostrophe) - (dash) Uppercase A-Z

S009

S010

16 Parent/Borrower’s Address City Parent/Borrower’s address city

S011

2 Parent/Borrower’s Address State Parent/Borrower’s address state 9 Parent/Borrower’s Zip Code Parent/Borrower’s zip code 10 Parent/Borrower’s Telephone Number Parent/Borrower’s home telephone number

S012

0-9 Uppercase A-Z . (Period) ‘ (Apostrophe) - (Dash) # (Number) @ (At) % (Percent or care of) & (Ampersand) / (Slash) , (Comma) Space(s) 0-9 Uppercase A-Z . (Period) ‘ (Apostrophe) - (Dash) # (Number) @ (At) % (Percent or care of) & (Ampersand) / (Slash) , (Comma) Space(s) Uppercase A-Z A valid two-letter postal code See State Abbreviation Table 000000000-999999999 Last 4 digits may be blank 0000000000-9999999999

S013

February 2000 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-23

Loan Origination Import Change Field Numbers (Continued) Sorted by DL Change Number
DL Change Field Number Length
S014

Field Name/Description

Valid Field Content
Uppercase A-Z A valid two-letter postal code See State Abbreviation Table 0-9 Uppercase A-Z Space(s) - (Dash) * (Asterisk) Format is CCYYMMDD 19010101 – 19891231 I = Independent D = Dependent 1 = U.S. Citizen 2 = Eligible Noncitizen 3 = Ineligible Noncitizen (Valid only on PLUS Loan origination records or Stafford Loan change records) 000000000 to 999999999

2 Parent/Borrower’s Driver's License State Parent/Borrower’s driver’s license state 20 Parent/Borrower’s Driver's License Number Parent/Borrower’s driver’s license number

S015

S016

8 Parent/Borrower’s Date of Birth Parent/Borrower’s date of birth 1 Dependency Status Dependency status of the student 1 Parent/Borrower’s Citizenship Parent/Borrower’s citizenship status

S017

S018

S019

9 Parent/Borrower’s Alien Registration Number Parent/Borrower’s alien registration number if eligible non-citizen 1 Parent/Borrower’s Default on Education Loans Is the Parent/Borrower in default on an education loan or owe a refund on a Federal Grant? 1 Borrower’s Signed Note Borrower signed the promissory note 1 Student’s College Grade Level

S022

Y = Yes N = No Z = Overridden by School N = No Y = Yes

S023

S026

S027

1 = 1st year, never attended college 2 = 1st year, attended college before Indicates the student’s current college grade level in 3 = 2nd year/sophomore the program or college 4 = 3rd year/junior 5 = 4th year/senior 6 = 5th year or more undergraduate 7 = Graduate/professional or beyond 6 School Code X00000 – X99999 where X = G or E Direct Loan School Code. Also identifies school originating loan record 5 Loan Amount Requested Total amount requested for the loan. 5 Loan Amount Approved Total maximum amount for which the borrower is eligible 2 Loan Period Code Code used by EDExpress to determine loan period start and end dates and appropriate disbursement date(s)

S028

Numeric >= 0

S029

Numeric >= 0

S031

0-9 Uppercase A-Z

November 1999 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-24

Loan Origination Import Change Field Numbers (Continued) Sorted by DL Change Number
DL Change Field Number Length
S038

Field Name/Description
Anticipated disbursement date for the 1st disbursement Loan Period Start Date Date when classes begin, as certified by the school on the aid application (promissory note), for the specific period covered by the loan Loan Period End Date

Valid Field Content
Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19990702 - 20010630

8 1st Disbursement Anticipated Date

S032

S033

Format is CCYYMMDD 19990701 - 20010629

S039

Date when classes end, as certified by the school on the promissory note, for the specific period covered by the loan 5 1st Disbursement Anticipated Gross Amount Anticipated gross amount for the 1st disbursement 1 1st Disbursement Refund Code Indicates if the 1st disbursement was refunded 8 1st Disbursement Refund Date Date the 1st disbursement was refunded 8 2nd Disbursement Anticipated Date Anticipated disbursement date for the 2nd disbursement 5 2nd Disbursement Anticipated Gross Amount Anticipated gross amount for the 2nd disbursement 1 2nd Disbursement Refund Code Indicates if the 2nd disbursement was refunded 8 2nd Disbursement Refund Date Date the 2nd disbursement was refunded 8 3rd Disbursement Anticipated Date Anticipated disbursement date for the 3rd disbursement 5 3rd Disbursement Anticipated Gross Amount Anticipated gross amount for the 3rd disbursement 1 3rd Disbursement Refund Code Indicates if the 3rd disbursement was refunded 8 3rd Disbursement Refund Date Date the 3rd disbursement was refunded 8 4th Disbursement Anticipated Date Anticipated disbursement date for the 4th disbursement 5 4th Disbursement Anticipated Gross Amount Anticipated gross amount for the 4th disbursement 1 4th Disbursement Refund Code Indicates if the 4th disbursement was refunded 8 4th Disbursement Refund Date Date the 4th disbursement was refunded

Numeric > = 0 Y = Indicates the 1st disbursement was refunded Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19990623 – 20020629 Numeric > = 0

S044

S045

S048

S049

S054

Y = Indicates the 2nd disbursement was refunded Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19980623 – 20010629 Numeric > = 0 Y = Indicates the 3rd disbursement has been refunded Format is CCYYMMDD 19980623 – 20010629 Format is CCYYMMDD 19990623 – 20020629 Numeric > = 0 Y = Indicates the 4th disbursement was refunded Format is CCYYMMDD 19990623 – 20020629 Combination Layouts 5-25

S055

S058

S059

S064

S065

S068

S069

S074

S075

February 2000 (2000-2001) (188 H)

Direct Loan Technical Reference

Loan Origination Import Change Field Numbers (Continued) Sorted by DL Change Number
DL Change Field Number Length
S083

Field Name/Description

Valid Field Content
S = LOC Prints (Send to Borrower) R = LOC Prints (Return to School) O = On-site (EDExpress) F = On-site (Custom System) Z = LOC Reprint Format is CCYYMMDD 19000101 to 20991231

1 Promissory Note Print Indicator Promissory note print option used for this record

S085

6 Promissory Note Received Date Date on which the signed promissory note or promissory note/application was received from the borrower and verified by the school 1 Loan Inactive Flag 8 Loan Inactive Flag Date 28 Student’s Local Address Student’s first line of the local address

S090 S091 S100

S101

16 Student’s Local Address City Student’s local city

S102

2 Student’s Local Address State Student’s local state 9 Student’s Local Zip Code Student’s local zip code 1 Entrance Interview Flag Indicates whether the student received entrance interview counseling 1 Former HEAL Loan (Stafford only) This was formerly a HEAL Loan

S103

Y = Yes Format is CCYYMMDD 19000101 - 20991231 0-9 Uppercase A-Z . (Period) ‘ (Apostrophe) - (Dash) # (Number) @ (At) % (Percent or care of) & (Ampersand) / (Slash) , (Comma) Space(s) 0-9 Uppercase A-Z . (Period) ‘ (Apostrophe) - (Dash) # (Number) @ (At) % (Percent or care of) & (Ampersand) / (Slash) , (Comma) Space(s) Uppercase A-Z A valid two-letter postal code See State Abbreviation Table 000000000-999999999 Last 4 digits may be blank Y = Yes

S109

S110

Y = Yes

February 2000 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-26

Loan Origination Import Change Field Numbers (Continued) Sorted by DL Change Number
DL Change Field Number Length
S115

Field Name/Description

Valid Field Content

S116

1 Disclosure Statement Print Indicator (Stafford Only) Y = LOC prints N = School prints Disclosure statement print option used for this record Blank for PLUS 5 Origination Fee Percentage Numeric >=0 Origination fee percentage to be use for this record, i.e. 04000 (Implied decimal between the 2nd and 3rd position from the left) 1 MPN Exits (Stafford Only) Y = Assumes the borrower has an open MPN at the LOC N = Assumes no open MPN exists 1 Disclosure Printed? (Stafford Only) Y = disclosure printed N = disclosure not printedY

S117 S118

February 2000 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-27

11S4c(1)TjET1 S117S1

the

1

dLd

1

s1

sc52163.8001S4c(1)TjET1

1

1

s1

sc52132.000t1 Lt1 L

Loan Origination Import Change Field Numbers (Continued) Sorted by DL Change Number
DL Change Field Number Length
S139

Field Name/Description
Numeric > = 0

Valid Field Content

5 7th Disbursement Anticipated Gross Amount Anticipated gross amount for the 7th disbursement 1 7th Disbursement Refund Code Indicates if the 7th disbursement was refunded 8 7th Disbursement Refund Date Date the 7th disbursement was refunded 8 8th Disbursement Anticipated Date Anticipated disbursement date for the 8th disbursement 5 8th Disbursement Anticipated Gross Amount Anticipated gross amount for the 8th disbursement 1 8th Disbursement Refund Code Indicates if the 8th disbursement was refunded 8 8th Disbursement Refund Date Date the 8th disbursement was refunded 8 9th Disbursement Anticipated Date Anticipated disbursement date for the 9th disbursement 5 9th Disbursement Anticipated Gross Amount Anticipated gross amount for the 9th disbursement 1 9th Disbursement Refund Code Indicates if the 9th disbursement was refunded 8 9th Disbursement Refund Date Date the 9th disbursement was refunded 8 10th Disbursement Anticipated Date Anticipated disbursement date for the 10th disbursement 5 10th Disbursement Anticipated Gross Amount Anticipated gross amount for the 10th disbursement 1 10th Disbursement Refund Code Indicates if the 10th disbursement was refunded 8 10th Disbursement Refund Date Date the 10th disbursement was refunded

S140

Y = Indicates the 7th disbursement was refunded

S141

S142

Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19990623 – 20020629

S143

Numeric > = 0

S144

Y = Indicates the 8th disbursement was refunded

S145

S146

Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19990623 – 20020629

S147

Numeric > = 0

S148

Y = Indicates the 9th disbursement was refunded

S149

S150

Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19990623 – 20020629

S151

Numeric > = 0

S152

Y = Indicates the 10th disbursement was refunded

S153

Format is CCYYMMDD 19990623 – 20020629

November 1999 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-28

Loan Origination Import Change Field Numbers (Continued) Sorted by DL Change Number
DL Change Field Number Length
S154

Field Name/Description

Valid Field Content
Format is CCYYMMDD 19990623 – 20020629

8 11th Disbursement Anticipated Date Anticipated disbursement date for the 11th disbursement 5 11th Disbursement Anticipated Gross Amount Anticipated gross amount for the 11th disbursement 1 11th Disbursement Refund Code Indicates if the 11th disbursement was refunded 8 11th Disbursement Refund Date Date the 11th disbursement was refunded 8 12th Disbursement Anticipated Date Anticipated disbursement date for the 12th disbursement 5 12th Disbursement Anticipated Gross Amount Anticipated gross amount for the 12th disbursement 1 12th Disbursement Refund Code Indicates if the 12th disbursement was refunded 8 12th Disbursement Refund Date Date the 12th disbursement was refunded 8 13th Disbursement Anticipated Date Anticipated disbursement date for the 13th disbursement 5 13th Disbursement Anticipated Gross Amount Anticipated gross amount for the 13th disbursement 1 13th Disbursement Refund Code Indicates if the 13th disbursement was refunded 8 13th Disbursement Refund Date Date the 13th disbursement was refunded 8 14th Disbursement Anticipated Date Anticipated disbursement date for the 14th disbursement 5 14th Disbursement Anticipated Gross Amount Anticipated gross amount for the 14th disbursement 1 14th Disbursement Refund Code Indicates if the 14th disbursement was refunded

S155

Numeric > = 0

S156

Y = Indicates the 11th disbursement was refunded

S157

S158

Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19990623 – 20020629

S159

Numeric > = 0

S160

Y = Indicates the 12th disbursement was refunded

S161

S162

Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19990623 – 20020629

S163

Numeric > = 0

S164

Y = Indicates the 13th disbursement was refunded

S165

S166

Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19990623 – 20020629

S167

Numeric > = 0

S168

Y = Indicates the 14th disbursement was refunded

November 1999 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-29

Loan Origination Import Change Field Numbers (Continued) Sorted by DL Change Number
DL Change Field Number Length
S169

Field Name/Description

Valid Field Content
Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19990623 – 20020629

8 14th Disbursement Refund Date Date the 14th disbursement was refunded 8 15th Disbursement Anticipated Date Anticipated disbursement date for the 15th disbursement 5 15th Disbursement Anticipated Gross Amount Anticipated gross amount for the 15th disbursement 1 15th Disbursement Refund Code Indicates if the 15th disbursement was refunded 8 15th Disbursement Refund Date Date the 15th disbursement was refunded 8 16th Disbursement Anticipated Date Anticipated disbursement date for the 16th disbursement 5 16th Disbursement Anticipated Gross Amount Anticipated gross amount for the 16th disbursement 1 16th Disbursement Refund Code Indicates if the 16th disbursement was refunded 8 16th Disbursement Refund Date Date the 16th disbursement was refunded 8 17th Disbursement Anticipated Date Anticipated disbursement date for the 17th disbursement 5 17th Disbursement Anticipated Gross Amount Anticipated gross amount for the 17th disbursement 1 17th Disbursement Refund Code Indicates if the 17th disbursement was refunded 8 17th Disbursement Refund Date Date the 17th disbursement was refunded 8 18th Disbursement Anticipated Date Anticipated disbursement date for the 18th disbursement 5 18th Disbursement Anticipated Gross Amount Anticipated gross amount for the 18th disbursement

S170

S171

Numeric > = 0

S172

Y = Indicates the 15th disbursement was refunded

S173

S174

Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19990623 – 20020629

S175

Numeric > = 0 Y = Indicates the 16th disbursement was refunded

S176

S177

S178

Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19990623 – 20020629

S179

S180

Y = Indicates the 17th disbursement was refunded

S181

S182

Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19990623 – 20020629

S183

Numeric > = 0

November 1999 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-30

Loan Origination Import Change Field Numbers (Continued) Sorted by DL Change Number
DL Change Field Number Length
S184

Field Name/Description

Valid Field Content
Y = Indicates the 18th disbursement was refunded

1 18th Disbursement Refund Code Indicates if the 18th disbursement was refunded 8 18th Disbursement Refund Date Date the 18th disbursement was refunded 8 19th Disbursement Anticipated Date Anticipated disbursement date for the 19th disbursement 5 19th Disbursement Anticipated Gross Amount Anticipated gross amount for the 19th disbursement 1 19th Disbursement Refund Code Indicates if the 19th disbursement was refunded 8 19th Disbursement Refund Date Date the 19th disbursement was refunded 8 20th Disbursement Anticipated Date Anticipated disbursement date for the 20th disbursement 5 20th Disbursement Anticipated Gross Amount Anticipated gross amount for the 20th disbursement 1 20th Disbursement Refund Code Indicates if the 20th disbursement was refunded 8 20th Disbursement Refund Date Date the 20th disbursement was refunded Promissory Note Accepted Loan ID (MPN ID)

S185

S186

Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19990623 – 20020629

S187

Numeric > = 0

S188

Y = Indicates the 19th disbursement was refunded

S189

S190

Format is CCYYMMDD 19990623 – 20020629 Format is CCYYMMDD 19990623 – 20020629

S191

Numeric > = 0

S192

Y = Indicates the 20th disbursement was refunded

S193

S194

Format is CCYYMMDD 19990623 – 20020629 Student’s Social Security Number: 001010001 – 999999999 Loan Type: S = Subsidized U = Unsubsidized P = PLUS M = MPN Indicator Loan Year: 01 School Code: X00000 – X99999 where X = G or E Loan sequence number: 001-999

February 2000 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-31

External Loan Data
You may define your own file layouts and queries from within EDExpress to select the desired fields and specific records for exporting. Files exported out of EDExpress using File Formats can be exported either as standard fixed-length files or each field can be separated by a delimiter. When exporting a file, if you choose fixed-length, the system exports the file in a standard layout, with each field exported into a specific field position within the layout. If you choose comma, tab, or custom delimiter, the software exports the file with each field separated by the chosen delimiter. Some systems may find it easier to import the file with a selected delimiter, rather than using a fixed-length layout for all exports. The following layout is a sample if “All Fields” are selected when creating a file format (layout). The file layouts are applied by selecting a file format code when you select an Export type of “Disbursement External,” “Origination External,” or “Origination External” (PLUS only). In these cases the file names are the same (DEER01IN). To narrow or select a specific set of records, you may also use a query in combination with the user defined file layout. The export process pulls the records from the associated database and resets the Export to External flag to “N” to indicate these records have been exported for use in an external system.

DEER01IN
Combined Demo, User Defined fields, Loan (including PLUS), Anticipated and Actual Fields

External Export
Field #
1 2

Start Position
1 3

End Position
2 4

Field Length
2 2

Field Name
Record Type A Active Transaction

Valid Field Content
A = Demographic Table fields 01-99 Can be blank Format is CCYYMMDD 19000101 – 20991231

Justify
Left Right

3

5

12

8

Active Transaction Date Date active ISIR transaction was updated on the database Active Transaction ID User ID that updated Active ISIR Transaction

Right

4

13

20

8

5

21

28

8

Add Date (Demo) Date record was added to database

0-9 Upper case A-Z . (period) , (Apostrophe) - (Dash) # (Number) @ (At) % (Percentage) & (Ampersand) / (Slash) Space(s) Can be blank Format is CCYYMMDD 19000101 – 20991231

Right

Right

November 1999 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-32

External Export (Continued)
Field #
6

Start Position
29

End Position
34

Field Length
6

Field Name
Add Time (Demo) Time record was added to database

Valid Field Content
Format is HHMMSS 000000 – 235959 HH = 00 – 23 MM = 00 – 59 SS = 00 – 59 0-9 Upper case A-Z . (period) , (Apostrophe) - (Dash) # (Number) @ (At) % (Percentage) & (Ampersand) / (Slash) Space(s) Can be blank 0–9 000000000 – 999999999

Justify
Right

7

35

42

8

Add ID (Demo) User ID which added the record

Right

8

43

51

9

Alien Registration Number Borrower’s alien registration number Citizenship Status Borrower’s citizenship status

Left

9

52

52

1

10

53

61

9

Current Social Security Number Borrower’s current SSN Date of Birth Borrower’s date of birth Date of Birth Change Date Date the borrower’s date of birth changed Date of Legal Residence Date of the borrower became legal resident of state in which they reside Dependency Status Dependency status of the student

Can be blank 1 = U.S. Citizen 2 = Eligible Noncitizen 3 = Ineligible Noncitizen (Valid only on PLUS Loan Origination records or Stafford Loan Change records) 001010001 – 999999999

Left

Left

11

62

69

8

Format is CCYYMMDD 19010101 – 19881231 Format is CCYYMMDD 19000101 – 20991231

Right

12

70

77

8

Right

13

78

83

6

Can be blank Format is CCYYMMDD 19000101 – 20991231

Right

14

84

84

1

Can be blank D = Dependent with Primary EFC I = Independent with Primary EFC X = Dependent rejected (no Primary EFC) Y = Independent rejected (no Primary EFC)

Left

November 1999 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-33

External Export (Continued)
Field #
15

Start Position
85

End Position
92

Field Length
8

Field Name
Document Add Date Date the document was added to the database Document Status Status of Packaged Document

Valid Field Content
Format is CCYYMMDD 19000101 – 20991231

Justify
Right

16 15

93 85

93 85

1

17 16

94 86

113 105

20

Driver’s License Number Borrower’s driver’s license number

18 17

114 106

115 107

2

Driver’s License State Borrower’s driver’s license state code Entrance Interview Completed Has the student completed the entrance interview? First Name Borrower’s first name

B = Documents still needed for both packaging and verification C = All documents are satisfied (included documents required for both packaging and verification) V = Documents still needed for verification P = Documents still needed for packaging O = Other documents needed but not required for packaging or verification Blank = Status Not Determined 0-9 Uppercase A-Z Space(s) -(Dash) *(Asterisk) Can be blank Uppercase A-Z A valid two-letter postal code See State Abbreviation Table Can be blank Y = Yes Blank = No

Left

Left

Left

19 18

116 108

116 108

1

Left

20 19

117 109

125 117

9

21 20 22 21 23 22 24 23 25 24 26 25 27 26 28 27

126 118 127 119 128 120 129 121 130 122 131 123 132 124 133 125

126 118 127 119 128 120 129 121 130 122 131 123 132 124 133 125

1 1 1 1 1 1 1 1

Has Correction Record Has Document Tracking Record Has FAFSA Record Has Loan Record Has Notes Record Has NSLDS Record Has Packaging Record Has PELL Record

0-9 Uppercase A-Z Space(s) .(period) ‘(apostrophe) -(dash) Can be blank Y = Yes Can be blank Y = Yes Can be blank Y = Yes Can be blank Display a Y if this student has at least one record on the loan database table, otherwise display N Y = Yes Can be blank Y = Yes Can be blank Y = Yes Can be blank Y = Yes Can be blank

Left

Left Left Left Left Left Left Left Left

February 2000 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-34

External Export (Continued)
Field #
29 28 30 29 31 30 32 31

Start Position
134 126 135 127 136 128 156 148

End Position
134 126 135 127 155 147 163 155

Field Length
1 1 20 8

Field Name
Has RAD Record Has Verification Worksheet Institution Use Last Mailed Date Document Tracking date of last mailing Last Name Borrower’s last name

Valid Field Content
Y = Yes Can be blank Y = Yes Can be blank

Justify
Left Left Left

Format is CCYYMMDD 19000101 – 20991231

Right

33 32

164 156

179 171

16

34 33

180 172

181 173

2

Letter Count Count of how many letters have printed per record Local Address First line of borrower’s local mailing address

0-9 Uppercase A-Z Space(s) .(period) -(dash) Can be blank 01 – 99

Left

Right

35 34

182 174

209 201

28

36 35

210 202

217 209

8

Local Address Change Date Date the local address change was effective Local City Borrower’s local city

0-9 Uppercase A-Z .(period) ‘(apostrophe) -(dash) #(number) @(at) %(percent or care of) &(ampersand) /(slash) Space(s) ,(comma) Can be blank Format is CCYYMMDD 19000101 – 19991231

Left

Right

37 36

218 210

233 225

16

38 37

234 226

243 235

10

Local Phone Number Borrower’s local home telephone number

0-9 Uppercase A-Z .(period) ‘(apostrophe) -(dash) #(number) @(at) %(percent or care of) &(ampersand) /(slash) Space(s) ,(comma) Can be blank 0000000000 – 9999999999

Left

Right

Can be blank

February 2000 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-35

External Export (Continued)
Field #
39 38

Start Position
244 236

End Position
245 237

Field Length
2 Local State

Field Name
Borrower’s local state code

Valid Field Content
Uppercase A-Z Valid postal code See State/Country/Jurisdiction Table Can be blank 0000000000 – 999999999 Can be blank Uppercase A-Z Can be blank Uppercase A-Z

Justify
Left

40 39 41 40 42 41 43 42

246 238 255 247 256 248 258 250

254 246 255 247 257 249 266 258

9

Local Zip Code Borrower’s local zip code Middle Initial Borrower’s middle initial Name ID First two characters of last name Original Social Security Number Original Social Security Number used to process the loan PELL Verification Status Permanent Address First line of the borrower’s permanent mailing address

Left

1

Left

2

Left

9

001010001 – 999999999

Right

44 43 45 44

267 259 268 260

267 259 295 287

1 28

46 45

296 288

303 295

8

Permanent Address Change Date Date the permanent address change was effective Permanent City Borrower’s permanent mailing address city

Y = Yes Can be blank 0-9 Uppercase A-Z .(period) ‘(apostrophe) -(dash) #(number) @(at) %(percent or care of) &(ampersand) /(slash) Space(s) ,(comma) Can be blank Format is CCYYMMDD 19000101 – 20991231 Can be blank 0-9 Uppercase A-Z .(period) ‘(apostrophe) -(dash) #(number) @(at) %(percentage) &(ampersand) /(slash) Space(s) ,(comma) Can be blank 0000000000-9999999999

Left Left

Right

47 46

304 296

319 311

16

Left

48 47

320 312

329 321

10

Permanent Phone Number Borrower’s permanent home telephone number

Right

Can be blank

February 2000 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-36

External Export (Continued)
Field #
49

48

Start Position 330 322

End Position 331 323

Field Length 2

Field Name Permanent State Borrower’s permanent state

50

49
51

332 324 341 333 343 335

340 332 342 334 343 335

9

Permanent Zip Code Borrower’s permanent zip code Previous Transaction

Valid Field Content Uppercase A-Z Valid postal code See State/Country/Jurisdiction Table Can be blank 000000000-999999999

Justify Left

Left

2

01-99

Left

50
52

1

Record Source Origin of record data

51

N = Manual entry I = ISIR L = Import External Add, Direct Loan P = Import External Add, Packaging Format is CCYYMMDD 1990101 – 20011231 Can be blank Uppercase A-Z Valid postal code See State/Country/Jurisdiction Table Can be blank 01-99 Can be blank 01-99 Can be blank Format is CCYYMMDD 19000101 – 20991231 Format is HHMMSS 000000-999999 HH = 00-23 MM = 00-59 SS = 00-59 0-9 Uppercase A-Z .(period) ‘(apostrophe) -(dash) #(number) @(at) %(percentage) &(ampersand) /(slash) Space(s) Can be blank

Left

53 52

344 336

351 343

8

SSN Change Date Date the borrower’s SSN change was effective State of Legal Residence Borrower’s state of legal residence

Right

54 53

352 344

353 345

2

Left

55 54 56 55 57 56 58 57

354 346 356 348 358 350 366 358

355 347 357 349 365 357 371 363

2

Transaction Paid On

Right

2

Transaction Number

Right

8

Update Date (Demo) Date update occurred on database Update Time (Demo) Time record was last updated on database

Right

6

Right

59 58

372 364

379 371

8

Update ID (Demo) User ID which updated the record in database

Right

February 2000 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-37

External Export (Continued)
Field # 1 2 Start Position 1 3 End Position 2 N Field Length 2 N Field Name Record Type B User Defined Database Field 1 to Field NN Record Type D Academic Year End Date Academic Year Start Date Add Date/ Loan Date the record was added to the database Add Time/ Loan Time the record was added to database 6 33 40 8 Add ID/ Loan User ID which added record to database Valid Field Content B = User Defined Database Justify Left

1 2 3 4

1 3 11 19

2 10 18 26

2 8 8 8

D = Loan Table fields Format is CCYYMMDD 20000701-20020629 Format is CCYYMMDD 19990702-20010630 Format is CCYYMMDD 19000101-20991231

Left Right Right

5

27

32

6

7

41

41

1

Additional Unsubsidized Loan Flag If yes, this student is eligible for additional unsubsidized loan funds Borrower Signed Note Borrower signed the promissory note Credit Decision PLUS credit flag indicates the results of the credit check

Format is HHMMSS 000000-999999 HH=00-23 MM=00-59 SS=00-59 0-9 Uppercase A-Z .(period) ‘(apostrophe) -(dash) #(number) @(at) %(percentage) &(ampersand) /(slash) Space(s) Can be blank Y = Yes N or blank = No Blank is default N = No Y = Yes

Right

Right

Left

8

42

42

1

Left

9

43

43

1

10

44

51

8

Credit Decision Original Date Original date of the credit decision from LOC Credit Update Date Date the credit was updated in express

A = Credit approved N = Credit denied, need endorser C = Credit overridden new credit information provided D = Credit denied, endorser not ok E = Credit overridden, endorser ok F = Credit failed on WEB site request Format is CCYYMMDD 19000101 – 20991231

Left

Right

11

52

59

8

Format is CCYYMMDD 19000101 – 20991231

Right

February 2000 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-38

External Export (Continued)
Field #
12

Start Position
60

End Position
60

Field Length
1

Field Name
Dependency Status (Loan) Dependency status of the student

Valid Field Content
D = Dependent with Primary EFC I = Independent with Primary EFC X = Dependent rejected (no Primary EFC) Y = Independent rejected (no Primary EFC) Y = LOC prints N = School prints Blank for PLUS Y = Yes

Justify
Left

13

61

61

1

Disclosure Statement Print Indicator Should the LOC print a Disclosure Statement for this student. Export to External Flag indicating if the record is exported to an external system Export to LOC Flag indicating if record has been exported to LOC HEAL Loan Inactive Date Date loan was made inactive Inactive Flag Flag indicating if loan is inactive Loan Amount Approved Total maximum amount for which the borrower is eligible Loan Amount Requested Total amount requested for the loan Loan Change Batch Identifier Batch number containing the change record sent to the LOC

Left

14

62

62

1

Right

15

63

63

1

Y = Yes

Right

16 17

64 65

64 72

1 8

18

73

73

1

Y = Yes Blank = No Format is CCYYMMDD 19000101 – 20991231 Can be blank Y = Yes Blank = No Numeric>=0

Right Left

Left

19

74

78

5

Right

20

79

83

5

Numeric>=0

Right

21

84

106

23

22

107

111 112

5 6

Origination Fee Percentage Origination Fee Percentage for this record Loan Identifier/Loan Unique identifier created at the time of origination

Batch Type = #E Cycle Indicator = 1 (for 00-01) School Code = X00000 – X99999 Where X = G or E Date Batch Created = CCYYMMDD Time Batch Created = HHMMSS Numeric >=0 3% is exported as 03.000

Left

Right

23

112 113

132 133

21

Student’s Social Security Number: 001010001-999999999 Loan Type: S = Subsidized U = Unsubsidized P= PLUS Loan Year 01 School Code: X00000 – X99999 where X = G or E Loan Sequence Number: 001-999

Left

February 2000 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-39

External Export (Continued)
Field #
24

Start Position
133 134

End Position
155 156

Field Length
23

Field Name
Loan Origination Batch Identifier Batch number which contained the loan origination record sent to the LOC

Valid Field Content
Batch Type = #D or PF Cycle indicator = 1 (for 00-01) School Code = X00000 – X99999 where X = G or E Date Batch Created = CCYYMMDD Time Batch Created = HHMMSS Format is CCYYMMDD 19000101 – 20991231 0-9 Uppercase A-Z

Justify
Left

25

156 157 164 165

163 164 165 166

8

Loan Origination Date Date the loan was originated Loan Period Code Code used by EDExpress to determine loan period start and end dates and appropriate disbursement date(s) Loan Period End Date Date when classes end, as certified by the school on the promissory note, for the specific period covered by the loan Loan Period Start Date Date when classes begin, as certified by the school on the aid application (promissory note), for the specific period covered by the loan Loan Status Status of the loan

Right

26

2

Left

27

166 167

173 174

8

Format is CCYYMMDD 19990701 – 20010629

Right

28

174 175

181 182

8

Format is CCYYMMDD 19990702 – 20010630

Right

29

182 183

182 183

1

30

183 184

183 184

1

Loan Type Type of loan record

N = Not ready R = Ready B = Batched E = Error A = Accepted S = Subsidized U = Unsubsidized P = PLUS 0001

Left

Left

31

184 185

187 188

4

Loan Year Academic year the loan is taken

Right

32 33

188 189 193 194

192 193 200 201

5 8

LOC Amount LOC Amount Change Date Date the change was accepted by the LOC Parent/Borrower’s Address Change Date Date the parent/borrower’s address changed was effective

Numeric Positive or negative Format is CCYYMMDD

Right Right

34

201 202

208 209

8

Format is CCYYMMDD 19000101 – 20991231

Right

February 2000 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-40

External Export (Continued)
Field #
35

Start Position
209 210

End Position
217 218

Field Length
9

Field Name
Parent/Borrower’s Alien Registration Number Parent/Borrower’s alien registration number, if eligible non-citizen Parent/Borrower’s Citizenship Parent/Borrower’s citizenship status Parent/Borrower’s Current Social Security Number Parent/Borrower’s current Social Security number Parent/Borrower’s Date of Birth Date of the parent/borrower’s birth Parent/Borrower's Date of Birth Change Date Date the Parent/Borrower’s date of birth changed Parent/Borrower’s Default on Education Loans Is the Parent/Borrower in default on an education loan or owe a refund on a Federal Grant Parent/Borrower’s First Name Parent/Borrower’s first name

Valid Field Content
0000000001-999999999

Justify
Right

36

218 219 219 220

218 219 227 228

1

37

9

Can be blank 1 = U.S. Citizen (or U.S. national) 2 = Eligible Noncitizen 3 = Ineligible Noncitizen 001010001-999999999

Right

Right

38

228 229 236 237

235 236 243 244

8

Format is CCYYMMDD 19010101 – 19891231 Format is CCYYMMDD 19000101 – 20991231

Right

39

8

Right

40

244 245

244 245

1

Can be blank Y = Yes N = No Z = Overridden by school

Left

41

245 246

253 254

9

42

254 255

269 270

16

Parent Borrower’s Last Name Parent/Borrower’s last name

43

270 271

289 290

20

Parent/Borrower’s Driver’s License Number Parent/Borrower’s driver’s license number

44

290 291

291 292

2

Parent/Borrower’s Driver’s License State State the Parent/Borrower’s driver’s license is issued Parent/Borrower’s Middle Initial Parent/Borrower’s middle initial

0-9 Uppercase A-Z .(period) ‘ (apostrophe) -(dash) 0-9 Uppercase A-Z .(period) ‘ (apostrophe) -(dash) 0-9 Uppercase A-Z .(period) ‘(apostrophe) -(dash) Space(s) Can be blank Uppercase A-Z A valid two-letter postal code See State Abbreviation Table Can be blank Uppercase A-Z Can be blank

Left

Left

Left

Left

45

292 293

292 293

1

Left

February 2000 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-41

External Export (Continued)
Field #
46

Start Position
293 294 302 303

End Position
301 302 329 330

Field Length
9

Field Name
Parent Borrower's Original SSN Parent/Borrower’s original SSN Parent/Borrower’s Permanent Address First line of the Parent/Borrower’s permanent address

Valid Field Content
001010001 – 999999999

Justify
Right

47

28

48

330 331

345 346

16

Parent/Borrower’s Permanent Address City Parent/Borrower’s permanent address city

49

346 347

335 336

10

Parent/Borrower’s Permanent Phone Number Parent/Borrower’s home telephone number Parent/Borrower’s Permanent Address State Parent/Borrower’s permanent state of residence Parent/Borrower’s Permanent Zip Code Parent/Borrower’s permanent zip code Parent/Borrower's Social Security Number Change Date Date the Parent/Borrower’s Social Security Number changed last

0-9 Uppercase A-Z .(period) ‘ (apostrophe) -(dash) #(number) @(at) %(percent or care of) &(ampersand) /(slash) Space(s) ,(comma) Can be blank 0-9 Uppercase A-Z .(period) ‘ (apostrophe) -(dash) #(number) @(at) %(percent or care of) &(ampersand) /(slash) Space(s) ,(comma) Can be blank 0000000000 – 999999999999

Left

Left

Right

50

356 357

357 358

2

Can be blank Uppercase A-Z A valid two-letter postal code See State Abbreviation Table

Left

51

358 359

366 367

9

0-9 Space(s) Last 4 digits may be blank

Left

52

367 368

374 375

8

Format is CCYYMMDD 19000101 – 20991231

Right

February 2000 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-42

External Export (Continued)
Field #
53

Start Position
375 376

End Position
397 398

Field Length
23

Field Name
Promissory Note Accepted Batch ID Batch number which contained the promissory note sent to the LOC

Valid Field Content
Batch Type = #A or Batch Type = #D for Level 3 (Standard Originator) Cycle Indicator = 1 (for 00-01) School Code = X00000 – X99999 where X = G or E Date batch created = CCYYMMDD Time batch crated = HHMMSS Y = Yes Blank = No Format is CCYYMMDD 19000101 – 20991231

Justify
Left

54

398 399 399 400

398 399 406 407

1

Professional Judgement

Left

55

8

Promissory Note Accepted Date Date the promissory note was accepted by LOC Promissory Note Accepted Loan ID (MPN ID)

Right

56

407 408

427 428

21

57

428 429

435 436

8

Promissory Note Acknowledgement Date Date on which the LOC acknowledged the physical promissory note or promissory note/application Promissory Note Manifest Batch ID Batch number which contained the promissory note sent to the LOC

Student’s Social Security Number: 001010001 – 999999999 Loan Type: S = Subsidized U = Unsubsidized P = PLUS M = MPN Indicator Loan Year: 01 School Code: X00000 – X99999 where X = G or E Loan sequence number: 001-999 Format is CCYYMMDD 19000101 – 20991231

Right

Right

58

436 437

458 459

23

59

459 460

466 467

8

Promissory Note Print Date Date the promissory note was printed Promissory Note Print Indicator Promissory note print option used for this record

Batch Type = #A or Batch Type = #D for Level (Standard Originator) Cycle Indicator = 1 (for 00-01) School Code = X00000 – X99999 where X = G or E Date batch created = CCYYMMDD Time batch created = HHMMSS Format is CCYYMMDD 19000101 - 20991231

Left

Right

60

467 468

467 468

1

S = LOC prints (send to borrower) R = LOC prints (return to school) O = On-site (EDExpress) F = On-site (Custom system) Z = LOC reprint

Left

February 2000 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-43

External Export (Continued)
Field #
61

Start Position
468 469

End Position
475 476

Field Length
8

Field Name
Promissory Note Received Date Date on which the signed promissory note or promissory note/application was received from the borrower and verified by the school Promissory Note Sent Date Date the promissory note is sent to the student or borrower Promissory Note Status Status of the paper promissory note with the LOC Promissory Note to be on Manifest

Valid Field Content
Format is CCYYMMDD 19000101 – 20991231

Justify
Right

62

476 477

483 484

8

Format is CCYYMMDD

Right

63

484 485

484 485

1

A = Accepted R = Rejected X = Pending Y = Yes

Left

64

485 486 486 487

485 486 491 492

1

Left

65

6

School Code/ Loan Direct Loan school code. Also identifies school originating loan record Servicer Code Student’s College Grade Level Indicates the student’s current college grade level in the program or college

0-9 Uppercase A-Z X00000 – X99999 where X = G or E

Left

66 67

492 493 498 499

497 498 498 499

6 1

000000-999999 1 = 1st year, never attended college 2 = 1st year, attended college before 3 = 2nd year/sophomore 4 = 3rd year/junior 5 = 4th year/senior 6 = 5th year or more undergraduate 7 = Graduate/professional or beyond Y = Yes N = No Z = Overridden

Right Right

68

499 500

499 500

1

Student’s Default on Education Loans Is the student in default on any educational loans or Federal Grants? Student Signed Note (PLUS) Flag indicator that promissory note has been signed and received Transmit Number Transmission number Transmitted Date Date that data was transmitted to LOC Update Date/ Loan Date record was updated on database

Left

69

500 501

500 501

1

Y= Yes N = No

Left

70

501 502 503 504

502 503 510 511

2

00-99

Right

71

8

Format is CCYYMMDD 19000101 – 20991231

Right

72

511 512

518 519

8

Format is CCYYMMDD 19000101 – 20991231

Right

February 2000 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-44

External Export (Continued)
Field #
73

Start Position
519 520

End Position
524 525

Field Length
6

Field Name
Update Time/ Loan Time the last update was made to record

Valid Field Content
Format is HHMMSS 000000 – 999999 HH = 00-23 MM = 00-59 SS = 00-59 0-9 Uppercase A-Z .(period) ‘(apostrophe) -(dash) #(number) @(at) %(percentage) &(ampersand) /(slash) Space(s) Can be blank Y = Disclosure printed N = Disclosure not printed or ready to reprint Default is N Y = School assumes the student has a MPN on file at the LOC N = school assumes the student does not have a MPN on file at the LOC Default is N A = Accepted MPN at the LOC P = MPN not on file at the LOC I = Inactive C= Closed Q = Rejected X = Pending MPN at the LOC Blank for PLUS 0-9 Uppercase A-Z See Loan Origination Reject Code Table in Section Two – Custom Edits

Justify
Right

74

525 526

532 533

8

Update ID/ Loan User ID which updated the record on database

Right

75

533 534

533 534

1

Disclosure Printed? Has a disclosure statement been printed by the school?

Left

76

534 535

534 535

1

MPN Exists Student received a Direct Loan in 1999-2000. MPN on file at LOC.

77

535 536

535 536

1

MPN Status The status of the MPN on file at the LOC

78

536 537

545 546

10

Origination Reject Reasons

1 2

1 3

2 4

2 2

Record Type M Actual Disbursement Number Disbursement number for the current disbursement transaction Actual Disbursement Affirmed Flag Flag indicating that disbursement has been accepted by borrower

M = Actual Disbursement Table fields 01-20

Left Right

3

5

5

1

Y = Yes

Left

Can be blank

February 2000 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-45

External Export (Continued)
Field #
5

Start Position
11

End Position
33

Field Length
23

Field Name
Actual Disbursement Batch Number Batch number which contained the disbursement record sent to the LOC

Valid Field Content
Batch Type = #H Cycle indicator = 1 (for 00-01) School Code = X00000 – X99999 where X = G or E Date batch created = CCYYMMDD Time batch created = HHMMSS Format is CCYYMMDD 19000101 – 20991231

Justify
Left

6

34

41

8

Actual Disbursement Booked Date Date the loan was booked at the LOC Actual Disbursement Date Date activity occurred Actual Disbursement Gross Amount Actual gross amount (in dollars) of the disbursement Actual Disbursement Loan Fee Amount Actual loan fee (in dollars) of the disbursement Actual Disbursement Net Adjustment Amount Actual net amount (in dollars) of the adjustment to the disbursement Actual Disbursement Net Amount Actual net amount (in dollars) of the disbursement Actual Disbursement Sequence Number Sequence number that determines the order in which the disbursements are processed Actual Disbursement Status Status of disbursement activity at the Origination Center

Right

7

42

49

8

Format is CCYYMMDD 19980101 – 20991231 Numeric >0

Right

8

50

54

5

Right

9

55

59

5

Numeric >0

Right

10

60

64 65

5 6

-99999 – 99999

Right

11

65 66

70

6 5

Numeric >0

Right

12

71

72 74

2 4

01-99 0001 - 9999

Right

13

73 75

73 75

1

Can be blank N = Not ready to send to LOC R = Ready to send to LOC B = Batched A = Accepted by the LOC E = Rejected by the LOC G = Gross amount N = Net amount A = Adjusted gross amount J = Adjusted net amount Q = Adjusted disbursement date L = Booked disbursement M = Booked adjusted disbursement P = Servicing refund Y = Yes Blank = No

Left

14

74 76

74 76

1

Actual Disbursement Type Type of disbursement activity that occurred

Left

15

75 77

75 77

1

Actual Export to External Flag

Left

February 2000 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-46

External Export (Continued)
Field #
16

Start Position
76 78

End Position
81 83

Field Length
6

Field Name
School Code/Actual Direct Loan School code, also identifies school originating loan record Loan Detail Booking Batch ID Batch identifier for this batch

Valid Field Content
X00000 – X99999 where X = G or E

Justify
Left

17

82 84

104 106

23

18

105 107

125 127

21

Loan Identifier/Actual Unique identifier crated at the time of origination

Batch Type = AS Cycle indicator = 1 (for 00-01) School code = X00000 – X99999 where X = G or E Date batch created = CCYYMMDD Time batch created = HHMMSS Student’s Social Security Number: 001010001 – 999999999 Loan Type: S = Subsidized U = Unsubsidized P = PLUS Loan Year: 01 School Code: X00000 – X99999 where X = G or E Loan sequence number: 001-999 0-9 Uppercase A-Z See Disbursement Reject Code Table in Section Two – Custom Edits A = Booked Blank = Unbooked N = Anticipated Disbursement Table fields Format is CCYYMMDD 19000101 –20001231 Numeric >0

Left

Left

19

126 128

135 137

10

Disbursement Reject Codes

20 1 2

138 1 3

138 2 10

1 2 8

Actual Disbursement Booked Status Record Type N Anticipated Disbursement Date Date activity is expected to occur Anticipated Disbursement Fee Amount Anticipated loan fee (in dollars) associated with the disbursement Anticipated Disbursement Gross Amount Anticipated gross amount (in dollars) of the disbursement Anticipated Disbursement Net Amount Anticipated net amount (in dollars) of the disbursement Anticipated Disbursement Number Disbursement number for the current disbursement transaction

Left Right

3

11

15

5

Right

4

16

20

5

Numeric >0

Right

5

21

25

5

Numeric >0

Right

6

26

27

2

1-20

Right

February 2000 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-47

External Export (Continued)
Field #
7 8

Start Position
28 29

End Position
28 34

Field Length
1 6

Field Name
Anticipated Export to External Flag/ School Code/Anticipated Direct Loan School Code, also identifies school originating loan record Loan Identifier/Anticipated Unique identifier created at the time of origination

Valid Field Content
Y = Yes Blank =No X00000 – X99999 where X = G or E

Justify
Left Left

9

35

55

21

10 11

56 57

56 64

1 8

Refund Code Refund Date

Student’s Social Security Number: 001010001 – 999999999 Loan type: S = Subsidized U = Unsubsidized P = PLUS Loan year: 01 School code: X00000 – X99999 where X = G or E Loan sequence number: 001-999 1 = refund Blank = not refunded Format is CCYYMMDD 19000101 – 20991231

Left

Left Right

November 1999 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-48

State/Country/Jurisdiction Codes
State/Country/Jurisdiction
Alabama Alaska American Samoa Arizona Arkansas California Canada Colorado Connecticut Delaware District of Columbia Federated States of Micronesia Florida Georgia Guam Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Marshall Islands Maryland Massachusetts Mexico Michigan Minnesota Mississippi Missouri Montana AL AK AS AZ AR CA CN CO CT DE DC FM FL GA GU HI ID IL IN IA KS KY LA ME MH MD MA MX MI MN MS MO MT

Code

State/Country/Jurisdiction
Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Northern Mariana Islands Ohio Oklahoma Oregon Palau Pennsylvania Puerto Rico Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Virgin Islands Washington West Virginia Wisconsin Wyoming Military Location Code AA (Asia) Military Location Code AE (Europe) Military Location Code AP (Pacific) Foreign Address NE NV NH NJ NM NY NC ND MP OH OK OR PW PA PR RI SC SD TN TX UT VT VA VI WA WV WI WY AA AE AP FC

Code

February 2000 (2000-2001) (188 H)

Direct Loan Technical Reference

Combination Layouts 5-49